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Aptus Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Aptus Capital Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.9M Buy
3,246,145
+3,241,383
+68,068% +$73.8M 0.51% 41
2026
Q1 		$109K Sell
4,762
-277
-5% -$6.38K ﹤0.01% 1132
2025
Q4 		$116K Buy
5,039
+4,728
+1,520% +$109K ﹤0.01% 1141
2025
Q3 		$7.19K Sell
311
-8
-3% -$183 ﹤0.01% 1462
2025
Q2 		$7.33K Sell
319
-1,786,754
-100% -$40.7M ﹤0.01% 1395
2025
Q1 		$41.1M Buy
1,787,073
+1,786,438
+281,329% +$40.5M 0.42% 55
2024
Q4 		$14.6K Sell
635
-788
-55% -$18K ﹤0.01% 1250
2024
Q3 		$33.4K Sell
1,423
-1,575
-53% -$36.5K ﹤0.01% 976
2024
Q2 		$67.7K Sell
2,998
-2,058
-41% -$46.1K ﹤0.01% 864
2024
Q1 		$115K Buy
5,056
+3,597
+247% +$81.8K ﹤0.01% 807
2023
Q4 		$33.6K Sell
1,459
-1,069
-42% -$23.8K ﹤0.01% 713
2023
Q3 		$55.7K Sell
2,528
-112
-4% -$2.52K ﹤0.01% 680
2023
Q2 		$60.5K Buy
2,640
+3
+0.1% +$70 ﹤0.01% 565
2023
Q1 		$61.6K Sell
2,637
-640
-20% -$14.8K ﹤0.01% 547
2022
Q4 		$74.5K Buy
3,277
+172
+6% +$3.91K ﹤0.01% 559
2022
Q3 		$71K Buy
3,105
+1,644
+113% +$38.9K ﹤0.01% 526
2022
Q2 		$35K Sell
1,461
-2,587
-64% -$62.2K ﹤0.01% 496
2022
Q1 		$101K Sell
4,048
-85,307
-95% -$2.18M ﹤0.01% 467
2021
Q4 		$2.38M Buy
+89,355
New +$2.37M 0.07% 179
2021
Q3 		– Sell
-12,160
Closed -$323K – 570
2021
Q2 		$323K Sell
12,160
-57
-0.5% -$1.5K 0.01% 308
2021
Q1 		$320K Sell
12,217
-22,256
-65% -$595K 0.01% 295
2020
Q4 		$939K Buy
34,473
+10,036
+41% +$277K 0.04% 184
2020
Q3 		$683K Buy
24,437
+5,738
+31% +$161K 0.04% 191
2020
Q2 		$523K Buy
18,699
+4,794
+34% +$134K 0.03% 190
2020
Q1 		$389K Buy
+13,905
New +$373K 0.03% 199
2019
Q4 		– Sell
-133,050
Closed -$3.5M – 524
2019
Q3 		$3.5M Buy
+133,050
New +$3.47M 0.2% 50

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Aptus Capital Advisors's GOVT Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 68,068% in Q2 2026, buying an estimated $73.8M and bringing the position to 3,246,145 shares worth $73.9M. The position accounts for 0.51% of the portfolio, ranked #41.

Aptus Capital Advisors first reported a position in GOVT in Q3 2019 and has held it in 26 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Aptus Capital Advisors held 3,246,145 shares of iShares US Treasury Bond ETF worth $73.9M as of Q2 2026.
  • Aptus Capital Advisors bought 3,241,383 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $73.8M.
  • iShares US Treasury Bond ETF made up 0.51% of Aptus Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Aptus Capital Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.